Diesel already took the hit.

Crude is the lagging variable.

People watch WTI/Brent.

Consumers buy diesel.

Record $100+ diesel cracks.

Product ~$214/bbl vs crude ~$103. U.S. diesel already printed $6+.

Experts on the table:

• ~$90 fair value if this eases

• $120 if Gulf flows stay broken

• $150–$200 only in the shut-in /

Hormuz stays dead case.

Watch distillate stocks, the diesel crack, and Yanbu/East-West.

If those fail, oil follows diesel.

#EnergyCrisis

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